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Viewing inventory levels

Configuring Warehouses

If you're using multiple warehouses, you can configure the default warehouse for each of your customers by going to the Customer card and selecting the warehouse there.

When starting an order, we will default to the warehouse setup on the customer card or if no warehouse was configured the default warehouse.

You can override the choice for individual orders under the Shipping section of the Options tab.

Viewing Inventory Levels

When viewing products on the App, whether in the Products section, the Products screen of an order, or the Cart screen of an order, you'll see inventory information, so long as the Inventory Levels account setting is enabled. Each user can configure a couple of related viewing settings by tapping on the gear icon in the lower right hand corner of both the Products section and the Cart:

Show Inventory: toggles whether any inventory level information displays, in case you're showing a screen to a customer and don't want them to see the data

Show Quantities: toggles whether numerical inventory information appears. This toggle is only available if the first toggle is on (inventory levels show at all). If the Simple Stock Levels account setting is enabled, this toggle controls whether "Out of stock" displays for out-of-stock items and variants.

Example Views on the App

Here's how inventory level information appears for a few example configurations:

Example 1

Account settings: Inventory Levels on, Simple Stock Levels off

View settings: Show Inventory on, Show Quantities on

Items with some variants in stock and some out of stock display with an orange marker and an indicator of how many variants are out of stock:

Toggling Show Quantities off would hide the indicator of how many variants are out of stock.

Example 2

If we turn off the Show Quantities view setting, Handshake hides the stock unit numbers and any red text, instead showing a small red triangle for out-of-stock items.

Example 3

Account settings: Inventory Levels on, Simple Stock Levels on

View settings: Show Inventory on, Show Quantities on

Enabling Simple Stock Levels hides all numerical inventory data, so you'll see a warning triangle and "Out of stock" text for out of stock items and variants.

If you toggle Show Quantities off, you'll hide the "Out of stock" text, but the warning triangle will remain.